An End-of-Examination Checklist
The Expert: S. Starling Marshall
Nearing the end of an Internal Revenue Service exam cycle can feel like time to wrap up the process quickly and move on to the next task and then the next cycle. However, considering a few things to do now can result in a faster, more successful resolution of issues…
Throwbacks (and I Don’t Mean Old Tax Lawyers) Are Awful
It’s no revelation that I think state corporate income taxes are ineffective and inefficient ways to raise revenue. For a wide variety of reasons, taxes on corporate profits don’t work all that well. Many defend corporate levies in the belief that corporations use services and should pay. But this benefits… Read more »
TEI Roundtable No. 14: The Evolving Role of State Tax Professionals
More responsibility, more tax integration now part of landscape
In recent years, we’ve seen the role of state tax professionals change fairly significantly, in terms of responsibilities, having a “seat at the table,” and relationships with their supervisors and peers. To find out more about what’s happening in this space, we convened a roundtable of state tax professionals including…
Nexus Is Crucial, Complex Connection for State Tax Professionals
After financial crisis, states enacted broader laws to increase revenues
Nexus is a wondrous word, replete with meanings. A quick search turns up all kinds of interesting uses. Nexus is a cell phone, it is a type of android from the movie Blade Runner, and it appears in the names of songs, bands, and albums. It is a superhero, the…
Unfair Apportionment: Consider the Alternatives
The taxpayer’s task is to assess both constitutional and statute-based options
When must state apportionment be fair? Always. If a state’s normal apportionment formula is operating unfairly with respect to your company, you need to consider the alternatives. The United States Supreme Court has articulated a four-part test for determining whether a state tax burdens interstate commerce in violation of the…
Keith Piper
Keith Piper’s longtime appreciation for tax began directly after his graduation from Pennsylvania State University. “More than thirty years ago, during my first job out of college, I was a staff accountant with a cable television company in Northern Virginia and assigned responsibilities for property taxes and income tax provision,… Read more »
San Francisco Chapter
In Memoriam: Bryant C. Blewett
Bryant Calvin Blewett, aged seventy-six, died on January 24. He had been in declining health for the past several years. Born March 9, 1940, in Helena, Montana, he graduated from Montana State University with a degree in business and accepted a position with the Internal Revenue Service in San Francisco.…
Pittsburgh Chapter
Joint Meeting With Allegheny Tax Society and Pittsburgh Tax Club
The Pittsburgh Chapter of TEI, the Allegheny Tax Society, and the Pittsburgh Tax Club recently held their annual meeting. Once a year the three clubs come together for an event that allows TEI members to network with their tax counterparts from Pittsburgh-area law and CPA firms. The speaker this year…
Chicago Chapter
Ladder Up Joins Forces With TEI
This year the Chicago Chapter teamed with local nonprofit Ladder Up and the Tax Assistance Program to provide tax assistance to low-income families in the greater Chicagoland area. TEI invited employees and board members of Ladder Up to speak at a few Chapter meetings to introduce the organization and its…
An Overview of the EU Public Country-by-Country Reporting Rules The European Union (EU) has long been at the forefront…
Optimizing Tax Through Structured Data Storage and Data Pipelines In today’s fast-paced digital business environment, tax departments are under…
Preparing Now for 2025 Tax Legislative Activity Editor's note: This article was finalized prior to President Donald…
TEI to Comment on New Proposed Section 987 Regulations The US Treasury Department and Internal Revenue Service published new…
How Tax Insurance Can Be a Valuable Tool for Managing Transfer Pricing Risk in 2025 and Beyond Heightened regulatory scrutiny around the world has made transfer pricing…
TEI Welcomes New Staff, Promotes Team Member Erica Larkin Erica Larkin joined TEI in November as the…